Mecklenburg County Community Service Grants FY2018 R Reques est f - - PowerPoint PPT Presentation

Mecklenburg County Community Service Grants

FY2018 R Reques est f t for P Proposals Infor

• rmation

ion S Session ion October 14, 14, 2016 2016

Agenda

What is the intent of the information session?

• Purpose of the CSG program
• Process Change #1: Submission by Key Themes of the County Department 3-Year

Strategic Business Plans

• Process Change #2: Sunset Provision
• Eligibility Requirements
• Submission of Online Application
• Questions and Answers
• Closing Remarks

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Purpose

Strategic partnerships with local nonprofits

Community Service Grants (CSG) provide opportunity for Mecklenburg County to partner with nonprofit agencies, that serve County residents, to deliver services aligned to the County Departments’ strategies.

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Criteria

How do I determine if we’re eligible?

Eligib ibilit ility

Serve the residents of Mecklenburg County Have a 501(c)3 nonprofit designation with the IRS Submit independently CPA audited financial statements Clearly contribute to Target Area (legacy) or Key Themes Documentation supporting a diversified workforce (i.e. EEO policy) Professional membership that supports organization’s sustainability efforts

Require rement nts

No revenue suspension No overdue taxes

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Process Change 1

Transition from Target Areas to Key Themes

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Background on County FY2017-FY2019 Department Strategic Business Plans and Key Themes

• In 2016, Mecklenburg County Departments completed 3-year Strategic Business Plans to

cover fiscal years 2017 – 2019 (June 2016 – July 2019).

• The plans lay out each department’s vision, mission, and goals to drive their business

forward during the next three years.

• The departments’ goals in their Strategic Business Plans roll up to seven external Key

Themes.

• The Strategic Business Plans and Key Themes are key drivers in the decision making during

the County’s budget process.

FY2017 CSG Target Areas

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1.

• 1. Improve t

e the High S School G Graduati tion R Rate To improve literacy, decrease achievement gaps, increase parental involvement; provide access to hobbies, extracurricular activities and mentors.

• 2. Prevent Hea

t Health th Risks a and Diseases To provide immunization, encourage changed behaviors to avoid illness and increase access to health care.

• 3. Promote R

Res esidents ts’ F Financial S Sel elf f Suffi ficiency To provide pre-employment services (i.e. soft skills training), hard skills training, employment support and assist with job retention and advancement.

Introducing Key Themes

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In FY2018, organizations will submit CSG applications under one of the seven Key Themes below instead of the three target areas.

Community-Focused (External) Key Themes Theme 5 Theme 6 Theme 7 Theme 8 Theme 9 Theme 10 Theme 11

Optimize Investments in Criminal Justice Strengthen Families Economic Development Greater Economic Independence for Residents Aging with Dignity Community Health & Wellness Environmental Stewardship

Target Area (legacy)

Improve the High School Graduation Rate

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• Grantees currently receiving funding under the “Improve the High School Graduation Rate”

Target Area will have the option to continue applying under that target area to compete for FY2018 CSG funds

• This will allow those organizations to realign from the Target Area they are currently serving to

the Key Themes the County will use moving forward

• In FY2019 all organizations will be required to apply under one of the seven Key Themes
• All new

ew education-focused applicants must apply under one of the seven Key Themes starting in FY2018

Key Themes

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Key ey T Themes es Strategic Business P Plans f for each K Key ey T Them eme

Aging with dignity Park and Recreation, Public Health, Social Services Community health and wellness Public Health, Park and Recreation Economic development Office of Economic Development Environmental stewardship Land Use and Environmental Services Agency (LUESA), Park and Recreation Greater economic independence for residents Social Services, Community Support Services, Child Support Enforcement, Office of Economic Development, Library Optimize investments in criminal justice Criminal Justice Services, Sheriff’s Office, Medical Examiner’s Office Strengthen families Social Services, Community Support Services, Child Support Enforcement

Link to Strategic Plans: http://charmeck.org/mecklenburg/county/CountyManagersOffice/Pages/Strategic-Planning-Evaluation.aspx

Process Change #2

Sunset P Prov

• vision
• n

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• The intentions of the sunset provision is to open the CSG program to new applicants.
• Grantees that have been awarded funding for three consecutive fiscal years (FY15, FY16,

and FY17) will not be funded as a grant recipient in FY2018.

• Grantees that are sunset in FY2018 will be considered as a vendor
• A grant application is required in FY2018 for a program to be considered as a County vendor
• The vendor selection process will evaluate the following:
• Strength of application
• Alignment to Key Themes and Department Strategic Business Plans
• Whether a gap in County services is filled by funding this organization
• Programs sunset in FY2018 will be eligible to apply to the CSG grant program again in

FY2019 and future years.

Process Change #2

Sunset P Provi vision ( (continued)

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What h happens i if my organizati tion i is sunset a t and does es not b t bec ecome a a ven endor i in FY2 Y2018?

• The County Manager’s Office is working on criteria that will allow organizations, that were

sunset in FY2018, to return as a CSG applicant.

• The process has not been defined, however, it will be finalized by June 30, 2017.
• An example of a criterion would be: reliance on County funds
• The process will be communicated once defined

Eligibility & Requirements

Eligib ibilit ility

Serve the residents of Mecklenburg County Have a 501(c)3 nonprofit designation with the IRS Submit independently CPA audited financial statements Clearly contribute to Target Area (legacy) or Key Themes Documentation supporting a diversified workforce (i.e. EEO policy) Professional membership that supports organization’s sustainability efforts

Require rement nts

No revenue suspension No overdue taxes

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Audited Financials

What are the requirements?

• A. Audited Financial Statements – must be prepared annually in accordance with Generally

Accepted Accounting Principles (GAAP) by an independent Certified Public Accountant (CPA)

1. Independent auditor’s opinion 2. Statement of cash flows 3. Statement of income or statement of revenues and expenses 4. Notes to financial statements and supplemental information 5. Balance sheet, statement of financial position or statement of assets, liabilities, and owner’s equity

• B. Audited Financial Statements – year-end date must be no more than 12 months prior to the

beginning of the contract term

FY2016 Audited Financial Statements are due by Friday, May 12, 2017.

Audited Financials (continued)

What are the requirements?

• C. Comply with audit requirements in NCGS 143C-6-22 & 23 and OMB Circular A-133 and

disclosure requirements in 42 CFR 455.104-6

• D. If audit reveals any reportable or material issue(s) with regard to compliance with GAAP, you

must provide (and bear the cost of any professional advice associated with) the following:

• 1. A written statement explaining each issue
• 2. An action plan with implementation timetable for resolving each issue
• 3. Periodic reports on progress toward resolution of each issue

FY2016 Audited Financial Statements are due by Friday, May 12, 2017.

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• E. If you fail to submit Audited Financial Statements in accordance with these requirements,

then:

1. FOR CURRENT GRANT RECIPIENTS – the County may suspend all funds immediately until the County receives them 2. FOR NEW GRANT APPLICANTS – you have not met the application requirements 3. FOR ALL – the County’s Finance Director may grant a reasonable extension if circumstances for submission are beyond your control or your CPA’s control

• F. If financial records are judged to be un-auditable or if audit reveals competent evidence of

reckless or willful financial mismanagement practices or intentional or criminal wrongdoing, the County may suspend all funds immediately without further notice.

FY2016 Audited Financial Statements are due by Friday, May 12, 2017.

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Audited Financials (continued)

What are the requirements?

• NOT prepared by

independent CPA

• NOT prepared in

accordance with GAAP

• Dated prior to 6/30/16

RED FLAGS

• Qualified or Adverse Opinion
• Negative Equity on Balance Sheet
• High Debt Ratio
• Pending Lawsuits
• Going Concerns noted by CPA
• Tax Liabilities

STOP

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Audited Financials (continued)

What are the requirements and industry standards?

Revenue Suspension

How d do I verify o

• ur status?
• Organizations out of compliance with the NC Secretary of State requirements to keep

their charter will be deemed ineligible

• Check your status at http://www.secretary.state.nc.us/corporations/csearch.aspx

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Overdue Taxes

How do I verify our status?

• Organizations with overdue taxes (federal or state) will be deemed ineligible for funding
• Check your status at http://www.secretary.state.nc.us/taxliens/filingsearch.aspx

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Performance

Overview

• Accounta

tability:

• Performance assessed on an annual basis
• Review output, efficiency and outcome key performance indicators to determine if
• rganizations are meeting goals
• Retain records of raw and aggregate data for County Manager’s Office review
• If you have questions about your measures/calculation and wish to consult with us up front,

please let us know

• The Enterprise Management Analyst (performance) will also be reaching out to organizations

as well who may need technical assistance based on the FY2016 review of performance measures

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Performance

What is an example of an output measure?

• Ou

Outp tput M t Mea easures

• An output is a count of what is produced through various activities and programs.

Examples:

• # of clients/customers served
• # lunches served
• tons of waste removed
• # applications processed

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Performance

What is an example of an outcome measure?

Outcome M e Measures es

• An outcome is the result of a program, service, and set of activities or strategy. It is

not a description of what was done; rather, it should be used to describe the impact

• f the service, set of activities or strategy.

Examples:

• % of clients placed in jobs
• % of children immunized by age 3
• % of diseases reduced in the community
• % of cases processed

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Performance

What are some key questions for consideration?

• For each measure, is raw data available and can results be replicated using a consistent

calculation?

• Are measures reflective of the full scope of the service?
• Are the targets for the outcome measures realistic and ambitious based on

performance and organizational/industry standards?

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Submission

The online application is available October 17 – November 21.

The application can be accessed online at the following link: bit.ly/1LfNtAV For questions, email: grants@mecklenburgcountync.gov cc Christopher.Williams@mecklenburgcountync.gov

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QUE QUESTIONS ONS & & ANS NSWERS

Administration

Who should I contact with questions?

Benja njamin C n Chambe bers (perf rform rmanc nce c contact) Enterprise Management Analyst Grants@mecklenburgcountync.gov CC: Ben.Chambers@mecklenburgcountync.gov Phone: 980-314-2919

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Christophe her r L. Williams ( (budg dget c contact) Enterprise Management Analyst Grants@mecklenburgcountync.gov CC: Christopher.Williams@mecklenburgcountync.gov Phone: 980-314-2932 KaMila B Buc ucha hana nan Administrative Coordinator Grants@mecklenburgcountync.gov CC: KaMila.Buchanan@mecklenburgcountync.gov Phone: 980-314-2933

Mecklenburg County Community Service Grants

FY2018 Req eques est f t for P Proposals Infor

• rmation

ion S Session ion October 14, 14, 2016 2016